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Artikelen van Barclays

Politics will continue to surprise

Politics will continue to surprise

🕔17:04, 24.feb 2020

Compass 2020 Outlook Signing off 2019 and ushering in 2020 As the world economy revives unsteadily from its latest swoon, we use this edition of Compass to discuss both what happened in 2019 and some things to think about for

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It’s been a tumultuous year

It’s been a tumultuous year

🕔16:59, 24.feb 2020

Outlook 2020 After years of positive and predictable growth, the outlook for the global economy became far more challenging in 2019 (see chart). The range of potential culprits for the caution include trade wars, political and social instability in Europe,

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Compass Autumn 2019

Compass Autumn 2019

🕔13:42, 7.dec 2019

Compass In this quarter’s publication, we focus on Europe – in particular to see if it is still an attractive place to invest despite the apparent headwinds. Europe can often appear a somewhat unwitting victim of events outside of its

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Market Perspectives October 2019

Market Perspectives October 2019

🕔18:16, 11.nov 2019

Persistent trade tensions and rising geopolitical risks are taking their toll on the global economy. Indeed, Germany appears close to recession. But this is due to its high exposure to manufacturing, which has been the main victim of the ongoing

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Market Perspectives September 2019

Market Perspectives September 2019

🕔13:44, 7.okt 2019

Risk assets sold off in August as yield inversion in the US rates curve raised fears that a recession was near. That said, bull market corrections are common, the largest correction in any year being around 10% since 1988. We

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Oil in 3D: the demand outlook to 2050

Oil in 3D: the demand outlook to 2050

🕔15:02, 23.mei 2019

The energy industry is essential to almost all economic and human activity, and lies at the heart of both important opportunities and challenges faced by the world today. The sector provides power, transport, heating and supports industry and livelihoods in

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Compass Q1

Compass Q1

🕔09:02, 5.mrt 2019

Review of 2018, Preview of 2019 If the experience of investors could be described in meteorological terms, 2018 would surely be represented by cold drizzle punctuated by infrequent, but fairly terrifying, thunderstorms. The reliably warm and nourishing sunshine of 2017

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The never ending story

The never ending story

🕔01:02, 7.jan 2019

The latest On Tuesday last week, UK and EU negotiators announced that they had agreed to a final draft of the withdrawal agreement, a major milestone in the Brexit process. Unsurprisingly however, there seems to be plenty of disappointment on

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Compass Q1 2019

Compass Q1 2019

🕔17:02, 31.dec 2018

After a sustained period of almost perfect calm in capital markets, with most assets riding on the coat-tails of a synchronised acceleration in global growth, 2018 has provided a very different experience for investors. While the US economy surged on

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The never ending story

The never ending story

🕔13:02, 3.dec 2018

The latest On Tuesday last week, UK and EU negotiators announced that they had agreed to a final draft of the withdrawal agreement, a major milestone in the Brexit process. Unsurprisingly however, there seems to be plenty of disappointment on

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Compass Q3 2018

Compass Q3 2018

🕔01:02, 12.aug 2018

Work is at the centre of most of our lives. We work for all kinds of reasons, ranging from the obvious income to factors more related to social context. Economists have several theories about how the labour market links to

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Compass Q3 2018

Compass Q3 2018

🕔01:02, 12.aug 2018

Work is at the centre of most of our lives. We work for all kinds of reasons, ranging from the obvious income to factors more related to social context. Economists have several theories about how the labour market links to

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Compass Q3 2018

Compass Q3 2018

🕔13:02, 9.jul 2018

“The bottom line is that we still don’t think it is too late to invest, even in a cycle with a few grey hairs.” The economic cycle – signs of age Should there be a Universal Basic Income? How the

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Compass Q2 2018

Compass Q2 2018

🕔19:02, 1.mei 2018

Going into this year our tagline was ‘positive but bumpier’, that we saw stocks doing better than bonds but with more bouts of volatility. And after stock markets had their strongest January for 30 years, volatility returned with a bang

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Compass Q2 2018

Compass Q2 2018

🕔01:02, 17.apr 2018

“With no recession on the horizon, strong and broadening global economic growth, limited signs of economic excess, and inflation still relatively contained, we believe it makes sense to put your money to work.” Too much faith in institutions? Manager selection

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Compass Q2 2018

Compass Q2 2018

🕔01:02, 17.apr 2018

“With no recession on the horizon, strong and broadening global economic growth, limited signs of economic excess, and inflation still relatively contained, we believe it makes sense to put your money to work.” Too much faith in institutions? Manager selection

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Lessons from 2017

Lessons from 2017

🕔17:02, 14.dec 2017

Lesson 1 – the madness of crowds The multiplying frenzy surrounding bitcoin is being fed by little more than price momentum (Figure 1). There has been no commensurate (or even perceptible) change in the fundamental prospects of the crypto-currency this

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The Fed model updated

The Fed model updated

🕔03:12, 3.okt 2017

In Focus In the past, a positive relationship could be observed in the US between the average earnings yield (earnings/price) of the S&P 500 index and government bond yields. This relationship has become popular as the ‘Fed model’ and states

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Au revoir QE

Au revoir QE

🕔03:16, 26.sep 2017

In Focus As widely expected, The Federal Reserve (Fed) announced this week that it will begin inching away from its audacious post-crisis monetary experiment in October, by reducing the amount of Treasury and MBS holdings on its balance sheet. With

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High yield – high performance?

High yield – high performance?

🕔02:11, 19.sep 2017

In Focus High yield bonds – sometimes less charitably referred to as junk credit – are fixed income securities with a lower credit rating than investment grade corporate bonds or Treasuries. These bonds are believed to have a higher risk

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North Korea – crossed wires

North Korea – crossed wires

🕔02:10, 12.sep 2017

In Focus Relations between The Democratic People’s Republic of Korea (DPRK) and the US have been unevenly deteriorating since the July 27th 1953 armistice formally, but still to this day not legally, ended the Korean War. Since then, events and

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Winter is coming…again

Winter is coming…again

🕔02:11, 6.sep 2017

In Focus: Markets as we see them Investors (and human beings) have not had to search hard for things to worry about in recent weeks. From a posturing peacock with nuclear feathers on the Korean peninsula to the unhealthy game

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I wanna be adored

I wanna be adored

🕔02:13, 30.aug 2017

In Focus: Markets as we see them The need for approval or even adoration is nothing new in our leaders. Whether this is even more the case in a world where a reality TV star can become President of the

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A fresh look at the small cap effect

A fresh look at the small cap effect

🕔02:19, 23.aug 2017

The long debate about the small cap effect  The idea of a premium for investing in smaller companies has been around since at least the early 1980s. The common view is that small companies tend to be riskier (or we

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The unpredictable economy

The unpredictable economy

🕔02:15, 18.aug 2017

In Focus: Markets as we see them Black swans Ten years ago, on 9th August 2007, the French bank BNP Paribas froze three of their funds, citing a complete evaporation of market liquidity, thus marking the beginnings of a credit

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Twitter

What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

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